Internal notes are great for team communication or for recording details of a conversation that took place outside of texting. E.g. “I spoke to the customer on the phone and they are going to come back next week.”
You can drop an internal note inline and only your Captivated team members will see the note. It is not visible to the person you are texting. To add an internal note, select the note icon under the message field.
Next, type your note and hit the save button.
Add a manager or team member to the conversation if your note is needs attention.
If necessary, Transfer the conversation to a team member that needs to take action within the conversation.
- Questions? You can chat with Captivated Support via the left-hand menu or text Captivated Support at 317.316.3600